PeopleSoft Real-Time Enterprise and Business Process Automation -Best Practices for ERP...

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PeopleSoft Real-Time Enterprise and Business Process Automation -Best Practices for ERP Implementations PeopleSoft Global Services

Transcript of PeopleSoft Real-Time Enterprise and Business Process Automation -Best Practices for ERP...

PeopleSoft Real-Time Enterprise and

Business Process Automation

-Best Practices for ERP Implementations

PeopleSoft Global Services

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Agenda

Introductions

ERP Implementation Objectives & Challenges

PeopleSoft Consulting ERP Solutions

ERP Consulting Strategy

Summary

Q & A

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Agenda

Introductions

ERP Implementation Objectives & Challenges

PeopleSoft Consulting ERP Solutions

ESA Consulting Strategy

Summary

Q & A

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

ERP ObjectivesReduce Costs

Travel and expense reduction Streamline procurement of external services Better management of projects Financial insight

Increase Productivity Put the right people on the right jobs Increase utilization of those resources Automate and streamline administrative tasks

Improve Results Financial and workforce performance Visibility into project success Increase revenue recognition opportunities for billable organizations -- can bill earlier, faster For internal organizations, timely and accurate cost allocations Reduce total cost of ownership

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Challenged with Enterprise Pain PointsProfit Pains:

Increasing revenue Reducing costs

People Pains: Recruiting new talent Retaining talent Managing contingent workforce Retooling the workforce based on market needs

Process Pains: Automating all of the service delivery processes Ability to report on and analyze the enterprise Planning and bidding on engagements Accurately forecasting sales / resource planning Quickly starting new lines of business or reacting to

M&A activities Leveraging knowledge of prior service delivery

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Incomplete requirements Lack of user involvement Lack of resources Unrealistic expectations Lack of executive support Changing requirements / Scope

Adapted from study by the Standish Group

Typical Implementation Challenges

What are the top causes of customer implementation delays/overruns?

Project objectives not fully specified (51%) Bad planning and estimating (48%) Technology new to the organization (45%) Inadequate/no project management methodology (42%) Insufficient senior staff on the team (42%) Poor performance by suppliers of HW/SW (42%)

Adapted from study by KPMG

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Additional Challenges of Implementing ERP Solutions

Integrated, Enterprise-wide, Collaborative Processes for end-to-end services automation

Risk Exposure Internal operations and intellectual capital

Budget / headcount limits for internal project Need for an objective 3rd party to run the

implementation and provide input on best practices for ERP processes

Global requirements support

Lack of ERP-specific experience

Technology to support the processesMultiple vendorsRealizing strategic ROI quickly & throughout

implementation

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Agenda

Introductions

ESA Implementation Objectives & Challenges

PeopleSoft Consulting ERP Solutions

ESA Consulting Strategy

Summary

Q & A

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Save time

Save money

Improve results

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Building the Framework

ProjectProjectCharterCharter

Roles & ResponsibilitiesRoles & Responsibilities

Mission StatementMission Statement

Project ObjectivesProject Objectives

Scope StatementScope Statement

Risk FactorsRisk Factors

Project PlanProject Plan

… … plus Project Measurements plus Project Measurements and a Go-Forward Strategyand a Go-Forward Strategy

… … plus Project Measurements plus Project Measurements and a Go-Forward Strategyand a Go-Forward Strategy

Team Education PlanTeam Education Plan

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Sample Project Organization Chart

P roject S p on sor

O rgan iza iton a l C om m u n icaitonO rgan ization a l C h an ge M an agem ent

P roject A d m in

R esou rce C oord in ationM eetin g/T rain in g S ch ed u lin g

U ser A ccep tan ce T est L ea d

P ara llel testin g L ead

S ystem testin g L ead

P erform an ce testin g L ead

In tegration L ead

B y M od u le w /In terface

T est L ead

D efin e E n viron m en t N eed sT estin g Issu e/Resolu tion

F u n ction a l G L F u n ctional A P /PO

T rain in g L ead S ystem M aster E xp ertsC on figu ration

F it/G ap

R ep ort L ead S ecu rity /W ork flow L ead

F u n ction a l L ead

F in an cia ls

C on vers ion

C on vert from L egacy S ystem

C u stom ization L eadP rogram s, P eopleT ools , O b jects

R ep ortsU p d ates /F ixes

D B A 'sT u n in g

In terface L eadIn b ou nd /O utb ou nd

Im p lem en tation L eadC u t-over P lan & E xecu tion

P rod u ction R ead in ess

S ys O p erationsO p eration s , N etw ork , W eb

S ystem Ad m in istration , P IAS ystem A rch itectu re

T ech n ica l L ea d

C h an ge C on trol E n vorn m entC od e W alk T h ru C oord in ation

P roject M an ager

P roject P lanP roject B u d get

P eop leS oft P roject M an ager

B est P ractice P roject E xp erien c eP rod u ct E xp erien ce

S teerin g C om m ittee

Issu e/Resolu tionG u id an ce/D ecis ion /R esou rce A lloc.

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

EXPERTISENo one can implement, optimize or

upgrade PeopleSoft ESA better than PeopleSoft

SPEEDMethodologies, packaged services, training and

parallel deployment enable faster, lowerrisk implementations and upgrades.

COLLABORATEWith our customersWith our partners

VALUE

EXPERTISENo one can implement, optimize or

upgrade PeopleSoft ESA better than PeopleSoft

SPEEDMethodologies, packaged services, training and

parallel deployment enable faster, lowerrisk implementations and upgrades.

COLLABORATEWith our customersWith our partners

PeopleSoft Consulting

ON TIME, ON BUDGET, FULLEST FUNCTIONALITY

EXPERTISENo one can implement, optimize or

upgrade PeopleSoft ESA better than PeopleSoft

SPEEDMethodologies, packaged services, training and

parallel deployment enable faster, lowerrisk implementations and upgrades.

EXPERTISENo one can implement, optimize or

upgrade PeopleSoft ESA better than PeopleSoft

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Agenda

Introductions

ESA Implementation Objectives & Challenges

PeopleSoft Consulting ESA Solutions

ESA Consulting Strategy

Summary

Q & A

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Key Enterprise Service Automation Processes Reduce Costs

Travel and expense reduction Streamline procurement of external services Better management of projects Financial insight

Increase Productivity Put the right people on the right jobs Increase utilization of those resources Automate and streamline administrative tasks

Improve Results Financial and workforce performance Visibility into project success Increase revenue recognition opportunities for billable organizations -- can bill earlier, faster For internal organizations, timely and accurate cost allocations Reduce total cost of ownership

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

ResourceManagement

HumanResources

Payroll

Projects

Contracts

Expenses

Billing

Receivables

Payables

Travel

GeneralLedger

ExpenseReimbursement

CompetencyData

EmployeeData

EmployeeData

EmployeeData

EmployeeData

Revenue

Adjustments

ExpenseReimbursement

Assignment

Assignment

Contracts

ProjectsItems for Billing

Or Revenue Recognition

ProjectValues Expense &

Time Actuals

Itineraries

Adjustments

Billing Data

ESA Integration vs. Implementation

Great for integration, not implementationsGreat for integration, not implementations

What does this mean to Me ?

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Sa

les

/Ac

co

un

tM

an

ag

em

en

tP

roje

ct

Ma

na

ge

me

nt

Re

so

urc

eP

roc

ure

me

nt

& M

an

ag

em

en

tC

on

su

ltin

g(C

on

tra

ct)

Ad

min

istr

ati

on

UpdateSkills/

Resumes

UpdateSkills/

Resumes

ManageResource

Development

ManageResource

Development

SellServices

SellServices

CreateContractCreate

Contract

CreateProject

Plan

CreateProject

Plan

Identify/Request

Resources

Identify/Request

Resources

CreateServiceOrder

CreateServiceOrder

Source/Propose

Resources

Source/Propose

Resources

SubmitTime &

Expenses

SubmitTime &

Expenses

PerformProjectTasks

PerformProjectTasks

ManageProject

Deliverables

ManageProject

Deliverables

GenerateInvoicesGenerateInvoices

ManageReceivables

ManageReceivables

ManageCustomer

Satisfaction

ManageCustomer

Satisfaction

AnalyzeProject

Profitability

AnalyzeProject

Profitability

AnalyzeResourceUtilization

AnalyzeResourceUtilization

AnalyzeSales

AnalyzeSales

AnalyzeProfit/Loss

AnalyzeProfit/Loss

AnalyzeWorkforceAnalyze

Workforce

Identify/Track

Opportunities

Identify/Track

Opportunities

Best Practice Business Process Flows

Assignment Bidding

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PeopleSoft Consulting Advantages

ESA Implementation Planning and Strategy Workshops

ESA Executive Strategy Workshops

Services for profitability analysis

Process for knowledge and risk management

Resource Management expertise

Services for HRMS / Competency Management

Partnerships with Success Factors, Skillscape

Services for implementing Service Procurement functionality

Business Development expertise

Services for eSales

Best practices for Enterprise Services Automation

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PeopleSoft Consulting Implementation Strategy

Implementation Considerations

What is so different about ERP implementations?

Internet Strategy- Portals to Citizens-PIA-No Code on Client and ROI: Total Cost of Ownership

Efficiency vs. Effectiveness

Consistency

Core Business Requirements

Control Data Synchronization

ESA Reference Model

Implementation Strategy Priorities

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Key Implementation Focus Areas

Reduce Costs

Increase Productivity

Improve Results

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Key Implementation Areas and Risk Factors

Focus Areas:

User Setup

Requisition Process

Supplier Setup

Supplier Collaboration

Setup Active Contractors

Financial Settlement

Reporting

Risks without PSC:

Maverick Spending

Operational Inefficiencies

Lack of User Adoption

Data Synchronization Issues

Ineffective Supplier Management

Inability to Track and Utilize Quality Resources

Inaccurate Tracking of Services Spend

High Exposure to Profit, Process, and People Pains

Service Procurement - Cost Control

Example: TEA

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Texas Education Agency

Comprises a network of more than 1,200 school districts that serve more than four million students across the state PeopleSoft ESA - Services Procurement CRM, Portals, Financials, EPM solutions

Integrated solution to address a specific business need Automate and manage service suppliers Improve operational efficiency for procuring outside

services Continue leading edge position in their industry

Texas Education Agency

Customer

Scale

Products

BusinessGoals

BenefitsTo be Gained

Streamlined procurement processes Visibility into services spend and activity Better utilization of preferred suppliers Improved communications with service suppliers

PeopleSoft Consulting

PSC Services Implementation Planning and Strategy Workshop Full implementation services - Planning to Deploy

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Focus Areas:

Employee retention and utilization

Grow workforce skills and competencies

Building best practices

Control time and budget

Match skills to projects

Retain workforce

Risks without PSC:

Inconsistent practices

Inaccurate tracking of time and budget

Inefficient/poor matching of staff to projects

Low utilization rates

Lost revenue

Inability to ensure your projects are staffed with the right resources

Employee retention issues

Key Implementation Areas and Risk FactorsIncrease Productivity - Service

Optimization

Example: BEA

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BenefitsTo be Gained

BEA Systems, Inc. One of the world’s leading e-business infrastructure software companies. More than 9,400 customers, including the majority of the Fortune Global 500.Over 3,000 employees in 34 countries globally; $1B revenue. 500+ consultants HRMS Financials: GL, AP, AR, AM, Order Management ESA: RM, Contracts, Projects, Expenses, Mobile T&E, Billing

Integrated solution for BEA Professional Services Automate Professional Services business processes Improve operational and financial information

availability A foundation for global standardization of resource and

engagement management

Streamlining business processes Optimizing assets

BEA Systems, Inc.

Customer

Scale

Products

BusinessGoals

Functional expertise and project guidance

PeopleSoft Consulting

PSC Services

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Focus Areas:

Billing and receivables collection

Customer satisfaction

Operational efficiency

Effective integration through

the enterprise

Establish billing and revenue plans

Invoice review process

Manage AR turnover

Key Implementation Areas and Risk Factors

Improve Results - Service OptimizationRisks without PSC:

Increased risk and cost in service delivery

Financial and workforce under performance

No visibility into project success/failure

Decrease in revenue recognition opportunities for billable organizations -- billing delays

For internal organizations, untimely and inaccurate cost allocations

Increase in total cost of ownership

Faulty management of projects

Unclear financial insightExample: Fedex

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FedexFedEx Corporation provides integrated transportation, information, and logistics solutions through a powerful family of companies that operate independently yet compete collectively.

Already have Financials, T&E Projects - new win in Q3 2001 T&E expansion, including mobile

A $20 billion global enterprise; > 215,000 employees and contractors. Continues to invest about $1.5 billion each year in the best I.T. people and information technology.

Need an enterprise-wide view to better manage projects

Improve ability to determine most valuable projects to the organization during project planning process

Visibility into project health and execution Understanding of the value each project adds to

enterprise Optimal alignment of resources to project portfolio Reduced risk

Customer

Scale

Products

BusinessGoals

BenefitsTo be Gained

PeopleSoft Consulting

PSC Services

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PeopleSoft Consulting Strategy of Proven Tools & Methodology

Compass MethodologyProject ManagementQuality Assurance Life Cycle ImplementationsBest Practices/Procedures

Full Life-Cycle SolutionsMaximum Value ContributionsProvide Responsiveness to Client Needs

Business Development Organization

Experienced, Certified ConsultantsFunctional and TechnicalImplementation and Upgrade LabsPackaged ServicesASP, eCenterAccelerated ESA

Delivery OrganizationProfessional Development

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Client Lifecycle Services

Implement

Implement

Value Realization

Optimize

Optimize

Upgrade

Upgrade

Client Knowledge

Compass Methodology

“No matter where you are or where you want to go, we have a Compass and a

Roadmap to get you there.”

Three Roadmaps: Implementation Services Roadmap

Optimization Services Roadmap

Upgrade Services Roadmap

Each Roadmap contains: Project Management Services

Milestone Review Services

Compass Methodology

Value Impact Packaged Services

Do You Need a Proven Way to Deliver Results?

Implement

Implement

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Client Lifecycle Services - The Implementation Roadmap

PlanningStrategy Structure ConstructTransition Deploy

VIPS -Value Impact Packaged Services

Milestone ReviewServices

Compass Methodology

Project Management Services

StrategyActionReview

PlanningActionReview

StructureActionReview

ConstructionActionReview

TransitionActionReview

OptimizationActionReview

End User Training

Accelerated Update

Batch Enhancement

Jumpstart

Extended End-User Training

Accelerated Update

Performance Tuning

Production Readiness Assessment

Performance

Monitoring

Performance

Enhancement

Production Transition Support

Continuous Learning

Post Implementati

on Audit

Architecture Jumpstart

Certified Installation

System Audit

Extended Certified

Installation

Implementation Team

Training

eBusiness ArchitectureAssessment

Implementation Team

Training

Training Strategy

Technology Strategy Analysis

Implementatin Value Analysis

Executive Strategy Workshop

Implementation Planning and

StrategyWorkshop

eAssessment

Implementation Training

Plan

Implementation Planing Workshop

Reference Model

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PlanningStrategy Structure ConstructTransition Deploy

Parallel Deployment Implementation Services

VIPS - Value Impact Packaged Services

Milestone ReviewServices

Compass Methodology for Upgrades

Project Management Services

New eBusiness Implementation

StrategyActionReview

PlanningActionReview

StructureActionReview

ConstructionActionReview

TransitionActionReview

OptimizationActionReview

Parallel Deployment

Technical Upgrade

Upgrade Training Plan

Parallel Deployment

Plan

Technical Upgrade Plan

Customization Analysis

End User Training

Accelerated Update

Application UpgradeJumpstart

Batch EnhancementJumpstartArchitecture

Jumpstart

Certified Installation

System Audit

Extended Certified

Installation

eBusiness Fit/Gap

Interface Analysis

Implementation Team Training

eBusiness ArchitectureAssessment

Extended End-User Training

Accelerated Update

Performance Tuning

Production Readiness Assessment

Performance Monitoring

Performance Enhancement

Production Transition Support

Continuous Learning

Post Implementation

Audit

The PeopleSoft Upgrade Services Roadmap

Training Strategy

Technology Strategy Analysis

Implementatin Value Analysis

Executive Strategy Workshop

Implementation Planning and

StrategyWorkshop

eAssessmentReference Model

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InternetEmployeeEmployee

PortalPortal

CustomerCustomerPortalPortal

Internet Architecture

eBusiness ApplicationseBusiness Analytics

PeopleSoftPeopleSoftePro & sProePro & sPro

Turning Technology into a Collaborative Advantage

•eTravel, eBenefits•T&E, HR self-service•Management information

•Bill presentment•Time & expense detail•Project collaboration

•People Marketplace

•MRO eProcurement

•Vendor self-service

SupplierSupplierPortalPortal

What Technology Can You Exploit?

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Agenda

Introductions

ERP Implementation Objectives & Challenges

PeopleSoft Consulting ESA Solutions

ERP Consulting Strategy

Summary

Q & A

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

The Nature of the Problem

Time

“Perceived”

WAKE-UPZONE

“Real”

DANGERZONE

Ris

k

Cumm.Cost Resources

Project Start Project Live

Perception and Response Time

75% of cost committed

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Why PeopleSoft Global Services

Largest support services offered including: 2300 Consultants and Project Managers Customer Care Global Support Center 24x7 Customer Connection Regional User Groups / Special Interest Groups

Most comprehensive learning options with Education and Training Services including: Classroom training Knowledge Center CDROM and computer-based training End-User training kits

Worldwide Training Centers and classrooms

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Agenda

Introductions

ESA Implementation Objectives & Challenges

PeopleSoft Consulting ESA Solutions

ESA Consulting Strategy

Summary

Q & A

PeopleSoft Proprietary and Confidential © Copyright 2000 PeopleSoft, Inc.

Next Steps ...

Business Drivers and Business Case and ROI

GFOA, Gartner, SEI

Executive Strategy Workshop

Implementation Planning and Strategy Workshop List of your organization’s major business objectives An understanding of the scope of the changes A strategic investment model A draft project charter A high-level project plan with key dates and

deliverables defined